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Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,158 | $166,268-94.5% | $165,100-94.5% | $145,897-93.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 20.83% | 100.52%-79.7pp | 70.21%-49.4pp | 552.29%-531.5pp |
| Employer contribution / active EE | $906 | $5,284-82.9% | $4,348-79.2% | $4,663-80.6% |
| Participant deferral / active EE | $2,840 | $6,964-59.2% | $6,035-52.9% | $6,689-57.5% |
| Admin fee / account holder | $9 | $16,659-99.9% | $12,696-99.9% | $13,390-99.9% |